Helping Clients Since 1991
Affinity Capital Management Inc. is independently owned firm, so our financial planning advice is free from any bias. Our priority and fiduciary responsibility is to you, our client.
Our financial advisory model maintains the utmost objectivity and with our client's best interest. We only get paid by you for our service.
The starting point is creating a fully integrated financial plan that addresses investment, insurance, tax, retirement and estate planning to create a foundation for securing and building wealth based on:
YOUR MONEY, YOUR GOALS, YOUR VALUES
The first exploratory meeting is about getting to know each other. This meeting is absolutely at no cost to you and there is no obligation.
After the first meeting, you can decide if Affinity Capital is the right fit for you.
Your Current Situation
Collect Your Information
Assess Your Current Situation
Investing & Risk Evaluation
Insurance & Mortgage Situation
Explore Your Goals & Needs
Explore Financial & Personal Goals & Needs
Prioritize Your Goals & Needs
Emergency & Education Funding
Explore SRI Investment Options
Prepare Your Financial Plan
Analyze your information
Develop a pathway for your goals/needs including
Prepare an integrated financial plan including estate & insurance strategies
Present & Review Financial Plan With Client
Present you with an initial financial plan
Review and change any areas as required and until you are fully satisfied
Sign off on the final version of the financial plan
Execute Your Financial Plan
Provided by one of our professional portfolio management partners
KYC, account opening, investment selection & rebalancing
Tax & Portfolio optimization
Ongoing Review & Updating Of Your Financial Plan
Most important step of all because the only constant in life is change
Continually monitor and hold timely meetings to review your financial plan
Life happens, so we will update your financial plan as changes occur